Worth Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Sell |
|
|||||
|
2025
Q2 | $480K | Buy |
|
|||||
|
2025
Q1 | $288K | Hold |
|
|||||
|
2024
Q4 | $301K | Hold |
|
|||||
|
2024
Q3 | $295K | Hold |
|
|||||
|
2024
Q2 | $280K | Hold |
|
|||||
|
2024
Q1 | $269K | Sell |
|
|||||
|
2023
Q4 | $419K | Buy |
|
|||||
|
2023
Q3 | $220K | Sell |
|
|||||
|
2023
Q2 | $937K | Sell |
|
|||||
|
2023
Q1 | $988K | Hold |
|
|||||
|
2022
Q4 | $923K | Sell |
|
|||||
|
2022
Q3 | $897K | Sell |
|
|||||
|
2022
Q2 | $1.13M | Buy |
|
|||||
|
2022
Q1 | $795K | Buy |
|